9258 Wealth Management, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 709 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is 2.56 and the average weighting 0.8%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$389,389
-3.9%
5,3850.0%0.08%0.0%
Q2 2023$405,114
-10.1%
5,385
-8.3%
0.08%
-16.5%
Q1 2023$450,771
+1.1%
5,874
-2.1%
0.09%
-6.2%
Q4 2022$446,069
+1.1%
6,002
-0.1%
0.10%
-14.2%
Q3 2022$441,000
-25.1%
6,008
-20.8%
0.11%
-25.2%
Q2 2022$589,000
-23.1%
7,586
-18.9%
0.15%
-15.2%
Q1 2022$766,000
-14.9%
9,349
-9.0%
0.18%
-13.6%
Q4 2021$900,000
+28.6%
10,270
+31.3%
0.21%
+10.2%
Q3 2021$700,000
+44.9%
7,823
+45.8%
0.19%
+43.8%
Q2 2021$483,0005,3640.13%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$105,980,32041.33%
GPWM LLC 222,881$16,564,51514.81%
BCM ADVISORS, LLC 652,823$50,443,63313.94%
Brewster Financial Planning LLC 170,690$12,685,68113.44%
Signify Wealth 177,839$13,216,99411.57%
Fullen Financial Group 262,996$20,20911.47%
Franklin, Parlapiano, Turner & Welch, LLC 442,402$32,879,30610.79%
OLIO Financial Planning 261,417$19,428,51510.56%
Burt Wealth Advisors 403,901$30,017,91110.05%
Sage Financial Management Group, Inc. 169,280$12,5818.79%
View complete list of VANGUARD BD INDEX FDS shareholders